Women are projected to control more than half of the wealth in our country by the middle of this century. There are those who believe that’s already happened, but the overall trend is undeniable. Some men aren’t quite sure what … Continued

The tricky thing about managing families is that members are prone to creating rules but issuing no rule book. The rules are unwritten, but you’re expected to know them. These rules that are often based on deep-seated values. And because … Continued

Family connection, not money, has the greatest influence on multi-generational family continuity. But when many think about legacy, it’s often in the context of multi-generational financial wealth. Money, though, masks what people are really interested in passing to future generations … Continued